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TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 401k Plan overview

Plan NameTAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN
Plan identification number 001

TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAMPA BAY FINANCIAL PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name:TAMPA BAY FINANCIAL PLANNING, LLC
Employer identification number (EIN):274461433
NAIC Classification:523900

Additional information about TAMPA BAY FINANCIAL PLANNING, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2011-01-05
Company Identification Number: L11000002044
Legal Registered Office Address: 2531 LANDMARK DRIVE

CLEARWATER

33761

More information about TAMPA BAY FINANCIAL PLANNING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHELDON CLARK2024-06-12 SHELDON CLARK2024-06-12
0012022-01-01SHELDON CLARK2023-02-27
0012022-01-01SHELDON CLARK2023-05-01
0012021-01-01SHELDON CLARK2022-05-17
0012020-01-01SHELDON CLARK2021-05-17
0012019-01-01SHELDON CLARK2020-03-19
0012018-01-01SHELDON CLARK2019-06-04
0012017-01-01SHELDON CLARK2018-04-16
0012016-01-01SHELDON CLARK2017-06-05
0012015-01-01SHELDON CLARK2016-06-06
0012014-01-01SHELDON CLARK2015-04-22
0012013-01-01SHELDON CLARK2014-06-10
0012012-01-01SHELDON CLARK III2013-06-03

Financial Data on TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN

Measure Date Value
2025 : TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-271426
Net assets as of the end of the plan year2025-05-271788302
Total assets as of the beginning of the plan year2025-05-271424413
Value of plan covered by a fidelity bond2025-05-27120000
Participant contributions to plan in this plan year2025-05-27102491
Other income to plan in this plan year2025-05-27232870
Plan net income in this plan year2025-05-27363889
Net assets as of the end of the plan year2025-05-271788302
Net assets as of the beginning of the plan year2025-05-271424413
Employer contributions to plan in this plan year2025-05-2729954
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-271426
2024 : TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-121156
Net assets as of the end of the plan year2024-06-121424413
Total assets as of the beginning of the plan year2024-06-121093901
Value of plan covered by a fidelity bond2024-06-12120000
Participant contributions to plan in this plan year2024-06-1295438
Other income to plan in this plan year2024-06-12205593
Plan net income in this plan year2024-06-12330512
Net assets as of the end of the plan year2024-06-121424413
Net assets as of the beginning of the plan year2024-06-121093901
Employer contributions to plan in this plan year2024-06-1230637
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-121156

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